This event is an opportunity for meetings to compare notes on budgeting, funding our spiritual growth/outreach, and ensuring that our money supports the leadings important to us. It is an opportunity for local meetings to share their vision of Yearly Meeting budget priorities with NEYM staff and committees.
The meeting is an open meeting. Representation by your meeting treasurer, clerk, or a finance committee member may be most advantageous, but any interested member or regular attender is welcome. We are eager to hear the ideas and experiences of your meeting and other meetings.
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Schedule
Arrival and Refreshments (9:00 – 9:30am)
Morning Session (9:30 – 11:45am)
Local Meeting Finances: Presentation and Discussion
Introduction and exchange of ideas, topics may include:
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What are the major financial issues in your meeting?
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What success stories do you have?
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How to ask for contributions to meeting
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The budget cycle and process for discernment
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The Budget pie: allocation of income to various types of expenses such as facilities, committees, contributions to yearly meeting and to outside organizations
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Bookkeeping procedures, outside review of books, style of reports, software
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Earmarking and the corporate discernment process
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Investing your funds
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Endowment policies, receipt and use
Worship and Brown Bag Lunch (11:45am – 1:00pm)
Afternoon Session (1:00 – 3:30pm)
Input from Local Meetings on a Draft of a Yearly Meeting Priorities Budget
We would like your feedback and input on the brand new NEYM budgetary process. According to the structural changes from the 2009 Annual Sessions, the Yearly Meeting Secretary circulates a draft priorities budget for the coming fiscal year, listing possible changes in expenditures by a preliminary ordering of priorities and projecting sources of income. Please help us form next year’s budget proposal to Sessions.
How is NEYM currently funded? How might monthly meetings’ role change?
First, we will look at the changing role of finances in NEYM. Then we will look at the procedures used by other east coast yearly meetings and evaluate their usefulness for NEYM.
Review the FY12 First Quarter Treasurer's Report
updated March 7, 2011